The difference between the two ways of adding a new task in Greenhouse Onboarding is that the former will apply to all future onboarding New Hires (who match the relevant criteria) and the latter adds the new task a la carte to the individual New Hire only.

Add New Task to Onboarding Plan

To add a new task to your organization's Onboarding Plan, click Settings from the navigation bar and select Tasks from the left-hand panel.

From the Tasks page, click Add Task.

Use the subsequent dialog box to configure the new task. Provide details for the following fields:

Name

The name of the task. This will be visible by both other users with the appropriate permissions to configure tasks and the assignee.

Task Category

Every task must be categorized into one of the 4 key categories in Greenhouse Onboarding: Build Relationships, Job Training, Know the Company, or Logistics.

Details (optional)

An optional field where your organization can provide the assignee additional information regarding the task.

Due Date

The date that the assignee should have the task completed by. Due dates can be configured to be on the New Hire's start date, a custom date, or have no due date.

Who is responsible for this task?

The assignee of the task.

Assign Date

The date the assignee is notified that the task needs to be completed

Required Attachments

Check if the assignee needs to attach a document to the task

Filter Criteria

Use these fields to only have the task assigned to New Hires that match the criteria you designate. New Hires who do not fit the criteria will not be assigned the task.

Add Attachment

Click to add any attachment the assignee will need.

When finished, click Save and Close.

The new task will be added to your organization's Onboarding Plan.

Add New Task to Individual New Hire

Adding a new task to an individual's Onboarding Plan does not impact your company's overall Onboarding Plan. To add a new task to an individual's Onboarding Plan, click the Search icon and use the provided field to search for the New Hire.

From the New Hire's profile, click Tasks and navigate to Create a New Task.

Use the subsequent dialog box to configure the new task. Provide details for the following fields:

Name

The name of the task. This will be visible by both other users with the appropriate permissions to configure tasks and the assignee.

Task Category

Every task must be categorized into one of the 4 key categories in Greenhouse Onboarding: Build Relationships, Job Training, Know the Company, or Logistics.

Details (optional)

An optional field where your organization can provide the assignee additional information regarding the task.

Due Date

The date that the assignee should have the task completed by. Due dates can be configured to be on the New Hire's start date, a custom date, or have no due date.